Chapter 641 The Ultimate Local Money-Making Effect!

Faced with the explosion of the ‘sub-new stocks’ sector and the main concept theme of ‘sports industry development’.

At the same time, it is also faced with the high opening and falling trend of popular main lines in the early stage such as "infrastructure" and "military industry", as well as the rising and falling trend of the main line of "technological growth".

After the market closed, the entire market and the majority of investors were somewhat disappointed.

After all, the breakthrough market that everyone originally expected did not happen.

Moreover, the "high-low switching" trend that everyone once thought was the main line of the market did not happen.

In the entire market, while the early popular main lines such as 'infrastructure' and 'military industry' have gradually shown a relatively serious money-losing effect, there are still huge differences among other market rotations and changes.

Such financial differences gave everyone a bad feeling.

After all, if the money-losing effect of popular mainline sectors such as 'infrastructure' and 'military industry' in the early stage expands further, and at the same time, other mainline sectors of the market are unable to form a sustained profit-making effect and guide funds to enter, then... along with the decline of the entire market The money-making effect is weakening, and many of the current highly active capital flows in the market will definitely choose to wait and see and take short positions.

When this part of the funds became cautious, they began to wait and see the market.

Then, the market's current ample liquidity and trading volume will definitely gradually shrink.

As the volume of energy shrinks, the money-making effect of the market becomes weaker and weaker, and the money-losing effect becomes stronger and stronger. It is obvious that the market trend will be significantly adjusted downward.

As the saying goes, if there is volume, the market will move, and if it lasts for a long time, it will fall. This is the truth.

"Hey, today's popular main lines of 'infrastructure' and 'military industry' actually closed down across the board. I'm really speechless."

Under such a closing situation, the long sentiment among the broad group of investors who gathered on the stock discussion platform across the Internet was obviously affected to a certain extent, and many people showed worries.

"The key is that today, when the popular main lines of 'infrastructure' and 'military industry' are all falling, the main declines are almost all the stocks held by Mr. Su's 'Yu Hang Group'. This gives people a very bad feeling. I have a premonition. I don't know whether today's market was smashed by Mr. Su. If it was Mr. Su's fault, it means that the funds of the 'Yuhang Department' are withdrawing from profits on a large scale, which means that' "Infrastructure and military industry, which were popular in the early stage, may find it difficult to open up room for growth."

"Today's situation shouldn't be the result of Mr. Su's 'Yuhang Department''s funds being destroyed, right?"

"Even if it wasn't Mr. Su's 'Yu Hang Department' funds that hit the market, based on today's performance, a lot of the main funds in the popular mainline fields of 'infrastructure' and 'military industry' have also gone away."

"It depends on the situation, 'China Airlines Optoelectronics, China Airlines Shenyang, Aircraft Engine, China MCC, China Railway Construction, China Construction, China Communications Construction, Conch Cement...' and other fields of 'infrastructure' and 'military industry' The core component stocks, as well as the heavyweight stocks held by the 'Yu Hang Group', do show signs of loosening chips, and the pressure on the market has become more and more intense. These stocks... have turned from a strong state to a weak state today. I think it is indeed It's a signal."

"It's not necessarily true that these tickets have been adjusted in this way before."

"Yes, it has happened before, but the capacity was nowhere near as great as it is today."

"Haven't the popular main lines of 'infrastructure' and 'military industry' been adjusted for almost a month? They were adjusting sideways before, but they should have finished digesting the profits now, right?"

"I don't think it's like the 'Yu Hang Department' hit the market today."

"I don't think so either. Moreover, apart from the popular main lines of 'infrastructure' and 'military industry' today, the trend of other main lines of the market is actually equally unsightly."

"Indeed, I originally thought that the 'Technology Growth' line, which has been adjusted for so long, should be able to make a strong wave. Unexpectedly...it was strong for only half an hour during the session, and then fell again at the end of the session. It's back, it's simply poisonous. This shows that the market cannot gather popularity and emotions in other main directions, and it is very likely that it will remain the same as before. After the funds have been transferred in a circle, they have to return to "infrastructure" and "military industry" which were popular in the early stage. Continue to do more in the main line area.”

“Today’s line of ‘technological growth’ is indeed on the wrong track.”

"It is estimated that tomorrow on the 'Technology Growth' line, the stocks that rose during the session will fall back again."

"Even if the popular main lines of 'military industry' and 'infrastructure' have been adjusted today, I feel that the popularity and sentiment of the entire market are still focused on these core main lines."

"I agree, the correct approach at this time is still to focus on the main lines of 'military industry' and 'infrastructure', which is the safest."

"Today's 'sub-new stocks' sector and the main conceptual line of 'sports industry development' are going well!"

"Well, these two lines can be regarded as the only two areas of money-making effects in today's market."

"It's just that the size is too small to support large capital groups, and there is no way to guide the market index to make an upward breakthrough."

“But it’s not bad if it can maintain the money-making effect of the market.”

"The explosion of the 'Sports Industry Development' line was mainly due to the good news at noon, while the 'Sub-New Stocks' line was driven by the stock 'Blue Stone Heavy Equipment'. It's already 20 consecutive boards. Even with the most optimistic estimate, it's probably difficult to achieve a high level of consecutive boards, right? In other words... whether it's the 'sports industry development' line or the 'sub-new stocks' line. I am afraid that the continuity of each line is not very high. Sooner or later, the market will have to seek a breakthrough in the main line market to truly drive the entire market! "

"That's for sure. The key is the core line... It feels like at this time, the differences among big funds are really big!"

"Originally, the line with the greatest potential to explode and take over the main lines of 'infrastructure' and 'military industry' should be the 'technological growth' line. But looking at today's market trends, it is obvious that the combined capital of the 'technological growth' line is It’s obviously insufficient, and the pressure on the board is greater than expected.”

"The line of 'technological growth' is obviously not good, and many votes cannot see future expectations."

"Yes, and the valuations of the core stocks and component stocks on the 'Technology Growth' line are actually still the highest in the entire market. Compared with many popular stocks and core weight stocks in the 'Big Infrastructure' direction, the valuations are basically There is no value for money, and the certainty of future expectations is far less than that of individual stocks in the main line of "big infrastructure". The main funds are working together to do the "technological growth" line, and it is better to continue to work on the "big infrastructure" line. "

"It makes sense. In the field of 'technological growth', valuations of more than 100 times PE do not seem to be cost-effective."

"The key is popularity and sentiment, which is far inferior to the main direction of 'big infrastructure'."

"To be honest, there is a certain reason why the line of 'technological growth' cannot form a synergy of funds."

"Today's 'Technology Growth' line has a clear trend of rising and falling. Depending on the situation, adjustments will definitely be made in the future. It is not suitable for building a position at all."

"Analysis, analysis... In fact, only the main sectors with strong expectations and strong policy support, such as 'infrastructure' and 'military industry', really have certain investment opportunities and investment value, and really have the core popularity of the market. Other main sectors There seems to be certain investment logic flaws in all sectors.”

"The so-called profit and loss come from the same source. Anyway, I will not pursue the line of 'technological growth'."

"Well, let's hold the bargaining chip of the main lines of 'infrastructure' and 'military industry' and wait for these main lines to make a short-term adjustment and then start a substantial breakthrough trend again. Anyway, I don't believe that the market prices of these core main lines will be cut off at this position, and With such strong market support and abundant market liquidity, it is estimated that even if there is no major negative impact on these popular main lines, they will not fall deeply. "

"Many major funds are still waiting to buy at low prices. Naturally, the price will not fall too deep."

"There are still a lot of incremental capital groups that are pouring in from the outside, and they don't have positions yet. The first target should also be poured into the two core main areas of 'infrastructure' and 'military industry' to undertake it. After all, overall, the current "Infrastructure", "military industry" and other main line industries are still the most profitable and most cohesive main line industries in the market. "

"Let's take a look at the Dragon and Tiger list first. If there is still no trace of Mr. Su's 'Wealth Road' on the Dragon and Tiger list, then there is nothing to worry about."

In the room of intense discussion.

Market trading time has arrived at around 5:30 pm, and the dragon and tiger lists of the two cities have been announced.

I saw that there are a total of 39 stocks on the list, among which everyone is focusing on 'Bluestone Heavy Equipment', 'Leiman Optoelectronics', as well as 'Huaguo MCC, Huaguo MCC', which is an important holding of the Yuhang Department controlled by Su Yu. China Railway Construction Corporation' is both on the list.

And according to the list of these votes.

The hot money undertaking is still active, and there has been no selling of Su Yu’s seats on Fortune Road.

"Haha, what am I talking about? I know that today's adjustments to the main lines such as 'military industry' and 'infrastructure' are definitely not something that Mr. Su's 'Yu Hang Department' will spend money on."

After seeing the data on the dragon and tiger rankings of the two cities, the discussion among retail investors across the entire network became more and more intense.

"Mr. Su still has a plan. Tomorrow...tomorrow, 'infrastructure' and 'military industry', the hot topics that have been adjusted today, will definitely be turned over again."

"At least the main line of 'technological growth' has no hope."

"The ranking of 'Leiman Optoelectronics' today is really good. Several powerful hot funds have entered the market, and the buying amount is relatively balanced. The market trend is also really good. I feel that this check will most likely be tied tomorrow."

"Look at the check of 'Blue Stone Heavy Equipment', it's really strong."

"Indeed, it has already hit the 20 daily limit, but on the list, the capital flow of buying and selling seats is still in a state of net inflow."

"Moreover, two of the main hot money players that were previously involved have locked up their positions today."

"That's awesome. I feel like the check for 'Blue Stone Heavy Equipment' will probably increase tomorrow."

"The rise is certain, but the question is whether it can continue to rise..."

"Based on the data on this list, it can definitely continue to rise, but the position is too high, so I don't dare to take it. It is safer to take the check from 'Leiman Optoelectronics' tomorrow."

"The six or seven 'sub-new stocks' on the list today actually performed well on the list."

"The main hot money players' enthusiasm for participating in the market has not decreased, which shows that the market should not be able to fall."

"As long as the hot money-making effect is still there, the possibility of the index falling sharply or plummeting is quite low."

"Just continue to actively trade. Overall, the market conditions have not dispersed, and there is a possibility of further intensification. Judging from today's overall Dragon and Tiger list data, we are still optimistic that the Shanghai Stock Exchange Index can break through 3,000 points."

"I am also firmly optimistic about it!"

"Hey, the popular main lines of 'infrastructure' and 'military industry' are likely to be reversed tomorrow. It's a pity that I didn't buy some chips at the end of the day today."

"Like this kind of core main line, in fact, when you are in a hurry to kill, you often buy points."

"I agree, hehe... The overall Dragon and Tiger list data shows that the strongest core main line areas in the market are still the main lines of 'military industry' and 'infrastructure'."

"The line of 'technological growth' will definitely make up for the decline tomorrow."

"I am not as optimistic as everyone else. I feel that although the market has a high probability of not falling deeply, the market rotation is obviously accelerating. No matter which sector is chasing higher, there is a high probability of being slapped in the face by the market and suffering a certain degree of loss."

"Well, it's true. In fact, at this time, if you don't have superb following skills, it would be better to just hold shares and not move."

"Yes, it's better to hold shares unchanged."

Amidst the heated discussion among everyone...

At this moment, in the main groups of various institutions, as well as the investment and trading departments of major institutions.

When discussing the market conditions, although the overall thinking is still bullish, there are still huge differences in the specific main line market investment choices.

Some people think that since the ‘Yuhang Department’ is still in a locked position.

Then, if the basic investment logic of 'infrastructure' and 'military industry', which are popular in the early stage, has not loosened, and the internal sentiment has not loosened, it is completely possible to continue to move upward and create room for the third wave of main market prices. .

And due to the rise in the main line of ‘technological growth’ today, it failed again.

Once again, it failed to gather market forces.

As a result, many major institutions are becoming increasingly less optimistic about the subsequent market trend of the "technological growth" line.

Of course, some people believe that the popular main lines of 'infrastructure' and 'military industry' in the early stage have exceeded the market itself by a lot, and their valuation level has also returned to a reasonable position in the market from the market's underestimated position. At this time, even if its basic The investment logic and future expectations have not relaxed, but there is no possibility of another short-term market explosion.

At the same time, these people also believe that there is no problem with the market's "high-low switching" market idea.

It's just the specific market position of "high-low switching". After "technological growth" continues to fail to open up space, and after several times unable to unite market sentiment and funds, this group of people began to clearly turn their attention to "big consumption" and "big consumption". Big Finance has just two low-level main lines.

But anyway...

Under the current actual circumstances, the transaction volume of the two cities remains at around 500 billion, and the financing balance of the two cities remains at more than 850 billion.

Supported by ample market liquidity.

Overall, not many investors are bearish.

The biggest disagreement among everyone is just how the market will change, as well as the sustainable direction of market speculation.

In addition to internal discussions among retail investors, major hot funds, and institutional groups.

In the direction of regulators, as well as within the core large asset management institutional groups such as the ‘national team’.

Everyone is still consistent in their thoughts of firmly maintaining market conditions, firmly stimulating the market, and further intensifying market investment sentiment and investment confidence.

This also leads to no matter how the market changes or how it is speculated.

In terms of macro news, there are mostly positive and positive news.

And when ‘Blue Stone Heavy Equipment’ was continuously hit by 20 daily limit by hot money in the market, the regulatory authorities did not require a trading suspension for verification. Through regulatory measures, they suppressed the speculation of sub-new stocks and even other concept stocks in the market.

At the same time, the market as a whole is bullish but partially divergent.

Off-site, the terrifying money-making effect of the 20 daily limit of the check of 'Blue Stone Reload' is still continuing to ferment, attracting more and more potential off-site investor groups to enter the market, and also invisibly attracting those People who had never paid attention to stocks before slowly began to pay attention to the market and could not help but open accounts and trade.

among various brokerage institutions.

It can also be seen that although the market has entered a short-term adjustment stage of sideways trading.

However, the rate of new users opening accounts in its business department has not slowed down, but is still accelerating. Moreover, the development of its two-financing business and its financing balance are also continuing to increase.

These phenomena...

It shows that under the stimulation of the overall money-making effect of the market, it is not bad.

Off the market, there are a huge number of new investor groups that are constantly entering the market, and there are also a huge number of new off-market funds that are constantly entering the market.

And the continued inflow of OTC funds.

It also means that the current market turnover may not be the end point.

In the face of future market development, if the current market volume can perform well, there are definitely further opportunities.

At the same time, the continued increase in the balance of financing and financing and the continued expansion and promotion of financing and financing by securities companies also mean that the investment risk preferences of the investor groups in the two cities have not significantly decreased during this stage, but have continued to increase. Elevated, ever-increasingly aggressive.

So many positives, and investment sentiment remains relatively good.

Coupled with the good performance of external US stocks in the evening.

After two days of further fermentation of emotions and news over the weekend, Monday, October 27th.

When the market reopened, despite the sharp market correction on Friday, the Shanghai Stock Exchange, Shenzhen Stock Exchange Index, and ChiNext Index all opened higher across the board.

Moreover, ‘infrastructure’ and ‘military industry’ are popular main lines in the two cities.

Under the trend of high openings on Friday to kill the falling traders, the whole line also opened significantly higher without being greatly affected, once again showing a counter-packaging trend.

Last Friday, the main line of 'technology growth' once showed a profit-making effect in the market, but eventually fell back.

The market opened today, and as expected, it opened significantly lower to make up for the decline.

As for the main conceptual line of 'sports industry development' and the 'sub-new stocks' sector that saw a daily limit on Friday, these two major conceptual themes not only opened higher across the board, but the overall profit-making effect of their sectors is still overwhelming.

Especially the two core leading stocks of ‘Bluestone Heavy Equipment’ and ‘Leiman Optoelectronics’.

'Blue Stone Heavy Equipment' opened higher near the 7-point increase position, and it is expected to continue to rise by the daily limit and hit the 21st daily limit; while 'Leiman Optoelectronics' also opened higher directly above the 5% increase. It also shows the trend of a strong two-connect board.

"The popular main lines of 'military industry' and 'infrastructure', after such a tragic decline last Friday, did not follow suit at the opening today, and all opened significantly higher. It is really surprising."

Faced with such an opening situation, at this moment, within Yanjing Yihe Capital Investment Company, in the main fund trading room, fund manager Chen Yihe said with emotion: "The market's emotional feedback and money-making effect, as well as the degree of sufficient liquidity, are really... It's much more optimistic than we thought. Although the internal chip structure of popular main lines such as 'infrastructure' and 'military industry' has been loosened for a long time, it just can't fall. As long as it sells out quickly, the funds taken over at low levels will be countless. It’s really surprising.”

Gao Xiang, the trading team leader sitting next to Chen Yihe, chuckled and said: "Boss, this may be the resilience of the market. The market volume of 500 billion can show this. In the major industries of 'infrastructure' and 'military industry', The basic investment logic of popular main lines is still there, future expectations are relatively certain, and the valuation is not very high. When it is still within the reasonable range of the market, there is naturally no shortage of funds to undertake it.

Moreover, isn’t this kind of market performance exactly what we expected before?

Where there is volume, there will be market trends.

Isn’t the birth of a bull market often due to the accumulation of volume?

I feel that if this volume can be maintained, the market has fully met the basic conditions for a "big bull market to break out". At present, before the bull market breaks out, there may be an important opportunity missing, or in other words, under macro policy conditions, a heavy level Just favorable conditions.

However, despite the main lines of 'infrastructure' and 'military industry', there is currently no risk of a sharp decline.

Its internal capacity to undertake is still very strong.

However, it is also true that the market pressure is too great and profits are concentrated and ebbing.

In other words, under this form, it is no longer realistic for the core main lines of "infrastructure" and "military industry" to continue to open up room for sustained growth.

The evolution of market conditions, no matter what, must be made from other low main lines.

It’s a bit strange that there is no consistent synergy on the current low main line of the market. It stands to reason that with such a strong overall market investment environment and such abundant capital liquidity, other core main lines of the market should have come out long ago. No. The truth has been in this position for so long! "

Chen Yihe thought for a while and said: "As you said, there is a lack of further stimulus from the macro policy and important favorable conditions!"

"Hey..." Gao Xiang sighed softly, "What a waste of such strong market sentiment and volume performance."

Chen Yihe said: "Be patient. Since there is such good volume support and local strong profit-making effects, as long as the market's overall investment sentiment and investment confidence do not go down, the market will not form a vicious cycle." The trend, then... no matter how sideways it is, if it cannot fall, it will always rise. "

"I'm afraid that the main funds of all parties think so. They don't want to carry the sedan chair for others, and they keep speculating on these scraps. If there are always disagreements on the main line of the market, that would be bad." Gao Xiang said, "When the market is partially profitable, The effect is weakening, and the main line market cannot open up the situation and show a strong profit-making effect, the current high market sentiment and investment confidence will always ebb, and once the ebb ebbs, the market will not be far from falling into a 'vicious cycle' In other words, the Shanghai Composite Index’s delay in breaking through 3,000 points will definitely cause a big setback to the overall market sentiment.”

"There is no way around this," Chen Yihe said. "With the amount of funds our institution has, it is impossible to guide the market to break through. We can only wait."

"Well!" Gao Xiang nodded, looked at the market, and said, "At this time, we can only hope that the core main financial groups like Mr. Su's 'Yu Hang Department' can take action to guide the market, and... I feel Mr. Su’s ‘Yu Hang Department’ funds should have already made some moves!”

Hearing Gao Xiang's words, Chen Yihe's eyes changed slightly, and he said with some surprise: "How can you see that?"